WCWM
Willow Creek Wealth Management’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-148
| Closed | -$222K | – | 157 |
|
|
2024
Q3 | $222K | Hold |
148
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $207K | Sell |
148
-3
| -2% | -$4.19K | 0.02% | 146 |
|
|
2024
Q1 | $201K | Buy |
+151
| New | +$201K | 0.02% | 151 |
|
|
2023
Q2 | – | Sell |
-147
| Closed | -$225K | – | 146 |
|
|
2023
Q1 | $225K | Hold |
147
| – | – | 0.03% | 122 |
|
|
2022
Q4 | $212K | Buy |
+147
| New | +$212K | 0.04% | 125 |
|
|
2022
Q2 | – | Sell |
-147
| Closed | -$202K | – | 131 |
|
|
2022
Q1 | $202K | Hold |
147
| – | – | 0.04% | 117 |
|
|
2021
Q4 | $249K | Hold |
147
| – | – | 0.05% | 109 |
|
|
2021
Q3 | $202K | Sell |
147
-14
| -9% | -$19.2K | 0.04% | 112 |
|
|
2021
Q2 | $223K | Buy |
+161
| New | +$223K | 0.05% | 105 |
|